Contents at a Glance
The R•Desktop User Guide covers the following topics:
1 Introduction
Includes information you need to begin using R•Desktop on your computer. Contains information on identifying screen components, navigating in R•Desktop, and how to start and stop a session. There is also information on concepts that are key to understanding the R•Broker product family.
2 Adding and Maintaining Client Information (CIF)
Explains how to enter a new client, which can be either a person or a corporation. Also includes instructions for maintaining Know Your Client information, performing full and partial transfers, and managing portfolios.
3 Working with Accounts
Includes information on how to open a variety of different types of accounts, including registered and non-registered. Also includes instructions for adding additional related parties.
4 Entering Orders
Describes how to process the various types of client orders, including the quick order method and the full order entry method.
5 Book of Business
A tool used to provide statistical information about clients, plans, products and portfolios that advisors have under their administration.
6 Managing Reports
Shows you how to launch a report and then view it through the Report Manager. Also includes an overview of each type of report.
7 Compliance Review
Includes client dashboard details, compliance review summary screens, and compliance messages.